Capstone Asset Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.25M | Sell |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $1.49M | Sell |
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|
2016
Q2 | $1.51M | Sell |
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|
2016
Q1 | $2.04M | Sell |
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|
2015
Q4 | $2.19M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.96M | Sell |
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|
2013
Q4 | $3.29M | Sell |
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|
2013
Q3 | $4.16M | Sell |
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|
2013
Q2 | $3.98M | Buy |
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